Restrict user to see what I sign on Shared Access

1 reply
92 views
Translate All

How can I make it so that the people I share access with on DocuSign can only see the documents I’ve sent for signature, and not the ones I’ve received to sign?

Vinicius.RodriguesAnswer

Docusign Employee

Hi @viniciusscortes !

When using the Share Access feature, it’s not possible to share only the envelopes that have been sent, as the idea behind this feature is to actually share all of the user's envelopes.

What you can do is create a Signing Group (adding the other members who need access to the envelope), and always add this Signing Group as a Carbon Copy in the first order of the envelope. By doing this, all members of this Signing Group will receive the envelopes as a copy.

Please, let me know if I was able to help you with this question. If so, could you please select click on the "Select as Best" option? Thank you!

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Vinicius.Rodrigues

Answer

Docusign Employee

Hi @viniciusscortes !

When using the Share Access feature, it’s not possible to share only the envelopes that have been sent, as the idea behind this feature is to actually share all of the user's envelopes.

What you can do is create a Signing Group (adding the other members who need access to the envelope), and always add this Signing Group as a Carbon Copy in the first order of the envelope. By doing this, all members of this Signing Group will receive the envelopes as a copy.

Please, let me know if I was able to help you with this question. If so, could you please select click on the "Select as Best" option? Thank you!

Translate

"Select as Best" below if you find my answer is a valid solution to your issue and mark it as resolved.

Sign up

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.

Docusign Community

You can login or register as either a Docusign customer or developer. If you don’t already have a Docusign customer or developer account, you can create one for free when registering.